See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $8,164 |
Service code 19 PO BOX 219502 · KANSAS CITY, MO 641219502 | Securities Custodian | $0 |
Filed as: MASSACHUSETTS FINANCIAL SERVICES CO Service code 19 · EIN 04-2747644 | Securities Custodian | $0 |
Filed as: PRINCIPAL MANAGEMENT CORPORATION Service code 19 655 9TH STREET · DES MOINES, IA 503922080 | Securities Custodian | $0 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON TRUST CO., NA Service code 19 280 CONGRESS STREET · BOSTON, MA 02210 | Securities Custodian | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,626 | $54,045-32.2% | $115,157-68.2% | $65,185-43.8% |
| Participation rate | 81.7% | 63.5%+18.2pp | 75.9%+5.8pp | 70.2%+11.5pp |
| Annual return | 22.57% | 26.55%-4.0pp | 35.60%-13.0pp | 29.38%-6.8pp |
| Employer contribution / active EE | $850 | $1,653-48.6% | $3,179-73.3% | $2,177-60.9% |
| Participant deferral / active EE | $2,846 | $2,504+13.6% | $4,168-31.7% | $3,514-19.0% |
| Admin fee / account holder | $61 | $626-90.2% | $7,088-99.1% | $847-92.8% |